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The Wealth Associate provides administrative and investment support to financial advisors, assisting with client relationship management, sales processes, and portfolio performance analysis. Responsibilities include client support, prospecting new business, and delivering wealth management solutions while ensuring a high level of service and relationship building.
The Senior Desktop Support role involves providing exceptional technical support to staff, troubleshooting issues, and managing requests for technology. Responsibilities include coordinating with IT to resolve problems, delivering technology health reports, supporting corporate applications, and developing tailored support plans for executives.
The Product Owner will identify product enhancements and prioritize tasks within an agile framework, ensuring successful releases and communication across teams and stakeholders. Responsibilities include creating and managing user stories, driving features through discovery, participating in Scrum ceremonies, and communicating project vision and progress at various organizational levels.
The Payroll Specialist is responsible for accurate and timely multi-state payroll processing, including bi-weekly and special payments. Responsibilities include managing time and attendance, handling wage garnishments, updating employee records, and providing payroll assistance to employees. The role requires strong analytical skills and attention to detail within a fast-paced environment.
The VP of Financial Advisor Prospect Marketing will lead the marketing strategy for LPL Financial, focusing on B2B and B2C campaigns that support advisor recruitment and drive sales leads. This role requires creating comprehensive marketing plans, understanding the advisor market, and collaborating with a team to enhance marketing outcomes.
The Varicent Configurator will configure business rules in Varicent, including compensation calculations and report building. Responsibilities include developing new compensation plans, optimizing performance, executing testing, documenting enhancements, and driving process improvements using Lean Six Sigma methodologies.
The Cash Management Operations Manager - Margin leads a team responsible for margin processes, ensuring quality and regulatory compliance. Key duties include providing team support, driving performance management, overseeing risk mitigation, and delivering exceptional service to advisors and clients. The role requires understanding regulatory changes and fostering partnerships within the organization.
The Wealth Associate role involves providing investment and relationship management support to financial advisors, aiding in business development and client relationship management. Responsibilities include portfolio analysis, client management, and supporting business growth through analytics and reporting.
The Vice President of Institution Strategy & Enablement at LPL Financial will streamline sales processes, deliver data-driven insights to business development officers, develop engaging content, and advise on strategic opportunities with an emphasis on national and regional banks.
The Sr. Analyst, TAMP Platform Management is responsible for managing and enhancing third-party asset management programs, collaborating with various teams for advisor onboarding, conducting analyses, managing operational issues, and ensuring compliance. This role involves project management, gathering competitive insights, and improving the advisor experience.
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